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Albert_Panda · 2023年08月13日

每年100万的收入不需要折现吗？

  1. CFA III
  2. Asset Allocation

NO.PZ2022122801000001

问题如下：

Fox is in the process of hiring an asset allocation analyst and has just completed interviewing two candidates, Ambrose Kelly and Catherine Trainor, for the position. The interviews were directed around the case study of Jane Lennon, a fictitious client, described in Exhibit 1.

Exhibit 1 Case Study of Jane Lennon

Based on the information in Exhibit 1, Lennon’s economic net worth (in $ millions) is closest to:

选项：

A.

4.75

B.

5.75

C.

1.25

解释：

B is correct. The economic net worth is the difference between the total assets and the total liabilities (21.00 – 15.25 = 5.75), as calculated in the following economic balance sheet.

Economic Balance Sheet of Jane Lennon (in $ millions)

A is incorrect. It ignores the restricted shares but keeps everything else: (21 – 1) – 15.25 = 4.75

C is incorrect. It ignores earnings until retirement (human capital): (21 – 4.5) – 15.25 = 1.25

请问每年100万的收入不需要折现，作为资产计入吗？

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Albert_Panda · 2023年08月13日

我看错了，题目中的4.5就是现值了，不好意思，不知道这个提问怎么删除。。。

1 个答案

lynn_品职助教 · 2023年08月13日

嗨，努力学习的PZer你好：


好的，同学加油


题干地信息提前确实很重要。

----------------------------------------------
加油吧，让我们一起遇见更好的自己！

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